Reports

Graphical report Widgets are categorised as Saved Filter Widgets and provide a graphical representation of the data within modules on the dashboard. The graphical reports used to populate the dashboard must first be created on the Module's list view page.

To add graphical reports to a dashboard, click 'Add widget' on the top right below the global header bar.

Choose widget > select the saved filter name that the report is saved against

Choose display > Reports

Select report > select the desired report name to add to the system dashboard. Note: multiple reports can be saved against filtered criteria so make sure to differentiate between reports when naming them

Label > Re-name the widget name to a more relevant one, if desired and click Save.

The graphical representations of the selected segments will now be available on the system dashboard in the form of widgets